Reclassifying Assets/Components
An Assets Classification configuration controls a great deal of behaviour within the Metrix Asset Management system. From custom form definitions & cost unit formulas, to depreciable flags & suggested intervention treatments, the Classification configuration is fundemental in controlling and streamlining your Asset workflows.
Reclassification occurs in-situ within the Asset and Component record.
That is to say, the process does NOT require the deprecation of the original Asset(s) or Component(s), and creation of new/replacement records.
Types of Reclassification
Given the signifigance of the Classifications role, it can be neccesary (from time to time) to Reclassify either:
- Assets to an entirely different Asset Classification, or,
- Components (within an Asset) to a different Component Type on the Asset Classification.
This is where the Reclassification tool within Metrix can be of assistance. The Reclassification tool guides users through the process of performing one of the above types of Reclassification on one or more Assets - that is, both single and bulk workflows are supported.
Component Type Mapping
Once you choose a target Asset Classification (for full Asset Reclassification), or specify that your are simply Reclassifying Components within their Asset, the system will guide you through a process of mapping Component Types. This process can be performed in a number of different ways, depending on the type of Reclassification being performed.
Full Asset Reclassification
For each Component Type in your source Asset Classification, you will be asked to assign/map those records to a Component Type from the target Asset Classification.
For example: Consider a source Classification that contains ‘Earthworks’, ‘Base’, & ‘Seal’, and a target Classification that contains ‘Formation’, ‘Base’, & ‘Surface’. You may choose a Component Type mapping configuration such as the following:
- Earthworks > Formation
- Base > Base
- Seal > Surface
Reclassifying Components within an Asset
For each Component type within the current Asset Classification, you will be asked to assign/map/skip those records to a different Component Type within the Classification.
For example: Consider an Asset that contains ‘Earthworks’, ‘Base’, & ‘Seal’, and its Classification configuration contains ‘Earthworks’, ‘Base’, ‘Seal’ & ‘Surface’. You may choose a Component Type mapping configuration such as the following:
- Earthworks > Skip
- Base > Skip
- Seal > Surface
This would reclassify the selected ‘Seal’ Component Types to a ‘Surface’ Component Type. Nothing would happen to the ‘Earthworks’ or ‘Base’ Components.